QFW
CRM icon

QTR Family Wealth’s Salesforce CRM Stock Holding History

QTR Family Wealth’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$484K Buy
1,775
+812
+84% +$221K 0.3% 77
2025
Q1 		$258K Buy
+963
New +$258K 0.19% 131